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AML Red Flags – Signs of Money Laundering
Most bankers will only run into a few actual money laundering cases in their careers. Thus, they are looking for money laundering but have very limited knowledge of what money laundering looks like and how to spot it. To address this difficulty, I have devel ...
- Basic & Intermediate
- 60 Mins
- Jim George
Stay Interviews:A Powerful and Low-Cost Employee Engagement and Retention Tool
Are your employees engaged? Do they feel committed to the work they are doing? Do they brag about your company to others as a great place to work? The best way to find out what your employees think and how to retain them is to ask them. Not just “How’s it go ...
- Basic & Intermediate
- 60 Mins
- Marcia Zidle
Top Ten Excel Functions Lookup Functions (VLOOKUP,HLOOKUP,MATCH,INDEX) Basics of Excel Macros with an Introduction to VBA
Excel functions can greatly enhance your ability to perform tasks in day-to-day activities in Excel. While there are hundreds of functions available, there are 10 functions that all Excel users should know. Whether you are an office worker, a small business ...
- Basic & Intermediate
- 3 Hours
- Cathy Horwitz
Excel - Pivot Tables - Beyond the Basics
Whether you need to build an Excel-based dashboard, perform some serious data analysis, or simply summarize data for a personal project, Pivot Tables are one of the most powerful tools in Excel’s data analysis and Business Intelligence (BI) toolkit. This train ...
- Basic & Intermediate
- 60 Mins
- Mike Thomas
The Importance of Documentation For Managers
It is Important for Managers and Supervisors to understand the Importance of Documentation regarded their representative employees. It is critical for them to understand the impact and depth that Documentation has on multiple areas of the workplace and the ope ...
- Basic & Intermediate
- 90 Mins
- Gerry McLaughli
Form 1099 for 2022
This webinar will cover Form 1099-NEC for independent contractors, and Form 1099-MISC for reporting payments such as rent. We will also cover Form 1099-K and how to deal with payments made via apps such as PayPal and Venmo. IRS penalties for failure to file co ...
- Basic & Intermediate
- 60 Mins
- Jason Dinesen
FDA Scrutiny of Social Media
The FDA treats information on social media as labeling. What appears on social media can be attributed to the manufacturer as labeling, regardless of the source. Social media blends individual and commercial free speech. The overlap creates confusion regardi ...
- Basic & Intermediate
- 60 Mins
- Casper Uldriks
Contractor vs. Employee
This webinar will cover what the IRS looks at when auditing whether a worker is an employee or a contractor. We will cover the current “3-factor” standard the IRS uses, as well as the older “20-factor” standards. We will also discuss the relief options availab ...
- Basic & Intermediate
- 60 Mins
- Jason Dinesen
Workplace Conflict: How to Handle Disagreements, Difficult People, Tough Situations with Less Stress
How much is unresolved conflict costing your organization? There are a variety of direct costs associated with poorly managed conflict, including, in the worst cases, the loss of customers and good employees. Another cost is the time spent by managers who are ...
- Basic & Intermediate
- 60 Mins
- Marcia Zidle
Why EBITDA Doesn’t Spell Cash Flow and What Does
EBITDA is a popular measure of cash flow, but it is not accurate, and bankers and investors who rely on it as a reliable indicator of repayment ability will be deeply disappointed. The session includes several examples and a case study to illustrate why EBITD ...
- Basic & Intermediate
- 60 Mins
- Dev Strischek